December 22, 2023
The New EU Economic Governance Framework: Raising the stakes on EU Integration.
The agreement on how to reform the Stability and Growth Pact requires a meaningful rethinking of the EU budget. Originally...
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December 18, 2023
GLOBAL CREDIT BULLETS | Monday, 18 December 2023
Fed – Goldilocks unlockedThe Fed surprised markets dovishly last Wednesday, by indicating more cuts in the dot-plot and acknowledging that...
Keep readingDecember 11, 2023
GLOBAL CREDIT BULLETS | Monday, 11 December 2023
US data – Slowing down, but no panic In the US, non-farm payroll data for November came in slightly above...
Keep readingDecember 5, 2023
Algebris Year-end Updates 2023 | Energy, healthcare and digitalization to drive equity markets in 2024.
There are four thematic areas that we think will drive the equity markets in sustainability-related investments in 2024: first of...
Keep readingDecember 4, 2023
GLOBAL CREDIT BULLETS | Monday, 4 December 2023
Fixed income – What a comebackNovember was one of the best months for global bond markets in history, as weaker...
Keep readingNovember 29, 2023
Algebris Year-end Updates 2023 | Fixed income: good risk-reward for investors amidst slowing growth and lower interest rates.
Over the last few months of 2023, the market’s attention has shifted from central banks and the fight against inflation...
Keep readingNovember 27, 2023
GLOBAL CREDIT BULLETS | Monday, 27 November 2023
Eurozone – Disinflation story to continueEuropean PMIs for November rose slightly to 47.1 from 46.5 prior, indicating a bottoming of...
Keep readingNovember 22, 2023
Clean Alpha | Fields of (blue) gold
Download It is important to demystify the notion that water is infinite. 70% of the planet is covered by water,...
Keep readingNovember 20, 2023
GLOBAL CREDIT BULLETS | Monday, 20 November 2023
US Data – Slowdown in sightLast week’s October CPI surprised by 0.1% to the downside at 3.2% YoY headline and...
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November 13, 2023
Inflation has peaked: time to stretch duration.
Davide Serra (Founder and CEO, Algebris Investments) on what is happening in the markets: from the slowdown of Asia’s “growth...
Keep readingGLOBAL CREDIT BULLETS | Monday, 13 November 2023
US – Focus on CPI and Retail SalesThis week offers key data to shape the path for rates and monetary...
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